Contact Us

With 7 locations around the Houston area we're ready to help your financial future!

Our Corporate Office:

7670 Woodway Dr., Suite 165

Houston, TX 77063

281-822-1350

About Us

Oak Harvest financial group is comprised of Certified Financial Planners, Estate Planners, and Retirement Specialists. We specialize is income planning, Estate planning, Retirement Planning, Social Security Analysis, Business Planning, Annuities, Life Insurance, Long Term Care Insurance and our very own Retirement Defense System.

We provide retirement education to our clients and believe in protecting, preserving and safely growing the nest eggs of Houston’s retirees for the duration of their lives no matter how long they may live.

We have 7 offices in the Houston area and are an appointment only firm.

What is the downside of the Fed leaving interest rates at such a low level and how could that affect your retirement strategy. Troy will discuss how to help you manage your required minimum distributions and how to factor social security in as a part of your overall retirement strategy.

What is the role of a fiduciary and how important it is to have someone in your best interest. Oak Harvest Financial Group can help guide you through your retirement planning, find out more by visiting us @ www.OakHarvestFG.com

Oak Harvest Financial Group is not securities licensed and does not provide investment advice or recommendations on the use or purchase of stocks, bonds or mutual funds. Insurance business is placed through Oak Harvest Insurance Services, LLC. Retirement planning is accomplished through the use of insurance products.